Every competitor hides their data behind a demo wall. We show you exactly what you get: SEC-verified firm profiles with three real-time scores, source provenance on every field, and CRM-ready output.
AllocatorBase starts with SEC-derived firm information, then organizes approved mandate, fit, and engagement signals into a CRM-ready operating view.
Read the Form ADV field guide →Firm identity, registration, and disclosed asset fields are grounded in SEC-derived information where available.
Priority, Fit, and Engagement organize available signals for follow-up—not investment advice, allocation forecasts, or a guarantee of capital deployment.
Relevant fields, segments, and ownership context are structured for HubSpot or Salesforce workflows rather than isolated research exports.
Illustrative records simplify the field set. Live research should be reviewed against your mandate, compliance process, and current relationship context.
Search and filter illustrative records to see how allocator intelligence becomes an operational call list. These examples demonstrate the fields and scoring logic available in AllocatorBase.
Showing 1–3 of 5 matching illustrative records
* Source labels describe live-record context where available. Preview values remain illustrative.
The preview shows the field structure. The live workflow applies mandate alignment, Priority Scoring, and CRM ownership so a broad allocator universe becomes a sequenced capital formation process.
Start with the firms that fit the mandate.
Rank the next call using fit and engagement signals.
Move qualified records into CRM with clear ownership.
See how the Priority Score turns fit, mandate, and engagement signals into a usable pipeline order—or review the live allocator universe with our team.
Every firm profile contains 150+ structured fields organized into seven categories: Identity, Governance, Strategy, Deployment Signals, Contacts, Relationships, and Metadata.
Looking for a channel-specific workflow? Explore the RIA database, family office database, or wealth manager database.
CRD number, legal name, DBA, headquarters, founded date, website, phone
Ownership structure, principals, compliance status, regulatory history
Focus areas, vehicle types, ticket size, geographic preference, sector focus
Recent fundraising activity, capital deployment patterns, cycle timing
Decision-makers, investment committee members, contact info, roles
Portfolio companies, fund advisors, service providers, institutional relationships
Real-time probability, engagement, and fit scores powered by mandate alignment, capital velocity, and deployment signals.
Likelihood of deploying capital in your strategy within 12 months
Recency and depth of outreach interaction and relationship strength
Strategic alignment with your fund size, focus, and vehicle type
Allocator Types Covered:
Every field is sourced, timestamped, and confidence-scored. No guessing. No stale data.
Book a 30-minute diagnostic call to see live scores on your target allocators and understand exactly how AllocatorBase fits your capital formation strategy.